FNY Investment Advisers LLC Trims Stock Holdings in JPMorgan Chase & Co. $JPM

FNY Investment Advisers LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 25.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,000 shares of the financial services provider’s stock after selling 1,750 shares during the period. FNY Investment Advisers LLC’s holdings in JPMorgan Chase & Co. were worth $1,577,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Peterson Wealth Advisors LLC raised its stake in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares during the period. Rialto Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after purchasing an additional 33 shares during the period. TradeWell Securities LLC. boosted its position in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares during the period. Sharkey Howes & Javer increased its stake in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after purchasing an additional 34 shares in the last quarter. Finally, Granite Group Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 0.3% during the 3rd quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares during the period. 71.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, COO Jennifer Piepszak sold 8,571 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $2,680,923.09. Following the sale, the chief operating officer owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer owned 111,279 shares of the company’s stock, valued at $34,174,893.69. This trade represents a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,596 shares of company stock valued at $22,067,932. Insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Fed capital-buffer reset could free up more lending capacity and boost bank growth, a direct tailwind for JPMorgan’s lending franchise and return-on-equity profile. Fed’s Capital Reset
• Positive Sentiment: Regulatory proposal to loosen bank capital rules would reduce holding costs and can lift net interest margin / return metrics for big banks including JPMorgan. Big Banks Win With Proposal
• Positive Sentiment: JPMorgan Asset Management launched two active equity-premium ETFs (ROCY, ROCQ), expanding fee-generating products that can incrementally lift AUM and management-fee revenue over time. J.P. Morgan Debuts ETFs
• Positive Sentiment: JPMorgan’s trading desks are net beneficiaries of heightened oil market volatility (on-shore and on-chain trading flows such as Hyperliquid), supporting fees and FICC volumes. Non-Crypto Traders Using Hyperliquid
• Neutral Sentiment: JPMorgan’s new athlete-wealth advisory push and Athlete Council broaden client segmentation and long-term deposit/AUM opportunities, but revenue impact will be gradual. JPMorgan Athlete Wealth Push
• Neutral Sentiment: JPMorgan remains a trending stock with ongoing analyst and retail attention — this raises liquidity/volatility but is not a direct earnings swing. Trending Stock Facts
• Negative Sentiment: JPMorgan’s pilot “bossware” to track junior bankers’ hours has drawn negative press and morale/regulatory scrutiny risks that can create reputational noise and potential HR costs. JPMorgan deploys tech to monitor junior bankers
• Negative Sentiment: Large, unusual put buying (135,219 puts on March 19) signals elevated bearish/options hedging interest in JPM and can amplify short-term downside pressure.
• Negative Sentiment: Market-risk notes from JPMorgan (cutting the S&P 500 target amid oil/Mideast risks) plus Fed commentary on rising inflation increase recession and earnings-risk narratives that weigh on big-bank multiples. JPMorgan Slashes S&P 500 Forecast

Wall Street Analyst Weigh In

JPM has been the topic of a number of analyst reports. HSBC set a $319.00 target price on shares of JPMorgan Chase & Co. and gave the company a “hold” rating in a research note on Thursday, February 5th. TD Cowen reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 7th. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Freedom Capital raised JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Finally, Daiwa Securities Group increased their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, JPMorgan Chase & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $340.00.

JPMorgan Chase & Co. Price Performance

NYSE:JPM opened at $286.59 on Friday. The firm has a market capitalization of $772.95 billion, a price-to-earnings ratio of 14.32, a PEG ratio of 1.19 and a beta of 1.06. JPMorgan Chase & Co. has a 1 year low of $202.16 and a 1 year high of $337.25. The business has a 50 day simple moving average of $302.33 and a 200-day simple moving average of $307.89. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same quarter in the previous year, the company posted $4.81 EPS. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. Equities analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is 29.99%.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.